We are committed to the integrity of your firm's data

Our first priority is to make the closing process safe and secure. It’s critical to provide the appropriate measures to meet your firm’s security requirements.

 

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We start by ensuring you have the information you need to feel confident using our platform for your data.

Security isn't one measure. It’s all of them.

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Infrastructure

Hosted with ISO 27001 and SSAE Type II–certified providers, our hardened servers use consistent, secure configurations to protect your data.

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Third-party testing

Accredited SOC 2 II audits, regular pen testing, and ongoing third-party monitoring validate our security posture.

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Human resources

Employees complete background checks, sign confidentiality agreements, and undergo ongoing security training to uphold firmwide protections.

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Access control

We enforce strict, role-based access controls and least-privilege permissions with our employees, and MFA protects all systems handling highly sensitive data.

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Audit trails

A centralized logging system records security and access events, while admins manage repositories using clear change logs and least-privilege permissions.

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Disaster recovery

We distribute production across multiple locations to prevent outages and maintain full, remote backups that are regularly tested for rapid restoration.

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Three deplyoment options to begin using SimplyAgree

Every firm operates differently. That’s why SimplyAgree offers deployment models that align with your policies, infrastructure and client needs—without sacrificing features or security.

 

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Multi-tenant cloud

Get started quickly with no lead time and no infrastructure to manage. Our cloud environment includes built-in security, automatic updates, and all features.

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Virtual private cloud

For firms requiring an independent infrastructure, our dedicated VPC provides isolated resources, greater control, and flexible key management.

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On-premises

Deploy SimplyAgree within your firm’s own environment using our fully containerized application for complete control over your infrastructure.

 


Seamless single sign-on integration

  • Maintain access controls from your source of truth with our SAML 2.0 SSO integration.

  • Configurable with all major identity providers ("IdP") in 30 minutes or less.

  • Just-in-time provisioning means you maintain access control with fewer resources.

  • Customize and maintain 2FA or MFA requirements via your IdP.

Want to learn more about our commitment to safeguarding our customers? Get a closer look.

  • Highly responsive support, product, and engineering teams
  • Seamlessly integrates with NetDocs, iManage, and DocuSign
  • Best-in-class security infrastructure that protects client data
  • Option to deploy on the cloud, private cloud, or on-premises
  • Proven utility across all transaction groups
  • Easy to learn, easy to use
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View our security whitepaper